How big is Cardinal Wealth Advisory, LLC's plan?

Cardinal Wealth Advisory, LLC's plan reported $251K in assets and 3 participants for 2024.

Original filing (PDF)20250929144243NAL0010990321001

Cardinal Wealth Advisory, LLC

Name: Cardinal Wealth Advisory, LLC — Cardinal Wealth, Form 5500 (2024)
Creator: Cardinal Wealth Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardinal Wealth Advisory 401(k) Plan

401(k) retirement plan · Cardinal Wealth Advisory, LLC's Cardinal Wealth Advisory 401(k) Plan held $251K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan identifiers

Cardinal Wealth Advisory, LLC's EIN is 20-3200243.

EIN 20-3200243

Plan number 002

Plan year 2024

ACK ID 20250929144243NAL0010990321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardinal Wealth Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Wealth Advisory, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDINAL WEALTH ADVISORY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score